See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,580 | $95,561-61.7% | $77,163-52.6% | $139,434-73.8% |
| Participation rate | 85.7% | 73.9%+11.8pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 24.76% | 54.92%-30.2pp | 37.87%-13.1pp | 372.94%-348.2pp |
| Employer contribution / active EE | $2,194 | $3,147-30.3% | $2,535-13.5% | $4,751-53.8% |
| Participant deferral / active EE | $7,380 | $4,624+59.6% | $3,833+92.5% | $6,710+10.0% |
| Admin fee / account holder | $1,160 | $8,295-86.0% | $5,472-78.8% | $11,403-89.8% |